Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,249 | $51,736+178.8% | $120,225+20.0% | $67,986+112.2% |
| Participation rate | 15.4% | 46.1%-30.7pp | 69.6%-54.2pp | 57.2%-41.9pp |
| Annual return | 12.41% | 31.98%-19.6pp | 439.23%-426.8pp | 31.67%-19.3pp |
| Employer contribution / active EE | $689 | $1,071-35.7% | $3,475-80.2% | $2,019-65.9% |
| Participant deferral / active EE | $1,252 | $2,206-43.2% | $3,999-68.7% | $3,358-62.7% |
| Admin fee / account holder | $1,562 | $4,159-62.4% | $5,696-72.6% | $3,203-51.2% |